# Financial advisors for charitable organizations in New York, NY

> Find financial advisors in New York, NY who work with charitable organizations. AdvisorCensus lists 560 investment advisory firms with a principal office in the New York metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/for-charities/page/8

## At a glance

- Investment advisory firms: 560
- Registration: SEC-registered investment adviser: 516, State-registered investment adviser: 44
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 139 (25%); Percentage of assets 543 (97%); Hourly charges 147 (26%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 296 (53%); Commissions 15 (3%); Performance-based fees 194 (35%); Other 79 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 18 (3%); $25 million to $100 million 43 (8%); $100 million to $500 million 149 (27%); $500 million to $1 billion 69 (12%); $1 billion to $5 billion 115 (21%); Over $5 billion 150 (27%); Not reported 16 (3%)
- Years registered: Under 5 years 89 (16%); 5 to 9 years 105 (19%); 10 to 19 years 154 (28%); 20 years or more 212 (38%)

## Firms (page 8 of 12, 351 to 400 of 560, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Ninth Eternity Asset Management LLC](https://advisorcensus.com/firm/ninth-eternity-asset-management-llc-new-york-ny-306985) ([md](https://advisorcensus.com/firm/ninth-eternity-asset-management-llc-new-york-ny-306985.md)) | 306985 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Nisiotis, Michael](https://advisorcensus.com/firm/nisiotis-michael-rutherford-nj-311793) ([md](https://advisorcensus.com/firm/nisiotis-michael-rutherford-nj-311793.md)) | 311793 | Rutherford, NJ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Noblebridge Wealth](https://advisorcensus.com/firm/noblebridge-wealth-montclair-nj-146612) ([md](https://advisorcensus.com/firm/noblebridge-wealth-montclair-nj-146612.md)) | 146612 | Montclair, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Northbridge Wealth Management LLC](https://advisorcensus.com/firm/northbridge-wealth-management-llc-teaneck-nj-339816) ([md](https://advisorcensus.com/firm/northbridge-wealth-management-llc-teaneck-nj-339816.md)) | 339816 | Teaneck, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [NPA Asset Management, LLC](https://advisorcensus.com/firm/npa-asset-management-llc-fair-lawn-nj-131534) ([md](https://advisorcensus.com/firm/npa-asset-management-llc-fair-lawn-nj-131534.md)) | 131534 | Fair Lawn, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Other |
| [NYL Investors LLC](https://advisorcensus.com/firm/nyl-investors-llc-new-york-ny-169553) ([md](https://advisorcensus.com/firm/nyl-investors-llc-new-york-ny-169553.md)) | 169553 | New York, NY | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee, Performance fee, Other |
| [Oakbourne Advisors](https://advisorcensus.com/firm/oakbourne-advisors-berkeley-heights-nj-129112) ([md](https://advisorcensus.com/firm/oakbourne-advisors-berkeley-heights-nj-129112.md)) | 129112 | Berkeley Heights, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Offit Capital](https://advisorcensus.com/firm/offit-capital-new-york-ny-144474) ([md](https://advisorcensus.com/firm/offit-capital-new-york-ny-144474.md)) | 144474 | New York, NY | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee |
| [Old Bridge Wealth, Inc](https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180) ([md](https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180.md)) | 332180 | Syosset, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Old Field Advisors LLC](https://advisorcensus.com/firm/old-field-advisors-llc-setauket-ny-134519) ([md](https://advisorcensus.com/firm/old-field-advisors-llc-setauket-ny-134519.md)) | 134519 | Setauket, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | Hourly, Fixed fee |
| [Old Orchard Capital Management LP](https://advisorcensus.com/firm/old-orchard-capital-management-lp-new-york-ny-170641) ([md](https://advisorcensus.com/firm/old-orchard-capital-management-lp-new-york-ny-170641.md)) | 170641 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Oliver Luxxe Assets LLC](https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588) ([md](https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588.md)) | 169588 | Gladstone, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Omega Capital Management, LLC](https://advisorcensus.com/firm/omega-capital-management-llc-flanders-nj-129167) ([md](https://advisorcensus.com/firm/omega-capital-management-llc-flanders-nj-129167.md)) | 129167 | Flanders, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Omni 360 Wealth, Inc.](https://advisorcensus.com/firm/omni-360-wealth-inc-plainsboro-nj-124878) ([md](https://advisorcensus.com/firm/omni-360-wealth-inc-plainsboro-nj-124878.md)) | 124878 | Plainsboro, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Omni Bridgeway Management (USA) LLC](https://advisorcensus.com/firm/omni-bridgeway-management-usa-llc-new-york-ny-298001) ([md](https://advisorcensus.com/firm/omni-bridgeway-management-usa-llc-new-york-ny-298001.md)) | 298001 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Onepoint BFG Wealth Partners](https://advisorcensus.com/firm/onepoint-bfg-wealth-partners-parsippany-nj-318366) ([md](https://advisorcensus.com/firm/onepoint-bfg-wealth-partners-parsippany-nj-318366.md)) | 318366 | Parsippany, NJ | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Onyx Bridge Wealth Group LLC](https://advisorcensus.com/firm/onyx-bridge-wealth-group-llc-tarrytown-ny-306097) ([md](https://advisorcensus.com/firm/onyx-bridge-wealth-group-llc-tarrytown-ny-306097.md)) | 306097 | Tarrytown, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Onyxpoint Global Management LP](https://advisorcensus.com/firm/onyxpoint-global-management-lp-new-york-ny-288356) ([md](https://advisorcensus.com/firm/onyxpoint-global-management-lp-new-york-ny-288356.md)) | 288356 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Opal Wealth Advisors, LLC](https://advisorcensus.com/firm/opal-wealth-advisors-llc-jericho-ny-289759) ([md](https://advisorcensus.com/firm/opal-wealth-advisors-llc-jericho-ny-289759.md)) | 289759 | Jericho, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Oppenheimer & Co. Inc.](https://advisorcensus.com/firm/oppenheimer-and-co-inc-new-york-ny-249) ([md](https://advisorcensus.com/firm/oppenheimer-and-co-inc-new-york-ny-249.md)) | 249 | New York, NY | SEC-registered investment adviser | Over $5 billion | 71 | % of assets, Fixed fee, Commissions |
| [Oppenheimer Asset Management](https://advisorcensus.com/firm/oppenheimer-asset-management-new-york-ny-105559) ([md](https://advisorcensus.com/firm/oppenheimer-asset-management-new-york-ny-105559.md)) | 105559 | New York, NY | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Fixed fee |
| [Oppenheimer Investment Management LLC](https://advisorcensus.com/firm/oppenheimer-investment-management-llc-new-york-ny-133243) ([md](https://advisorcensus.com/firm/oppenheimer-investment-management-llc-new-york-ny-133243.md)) | 133243 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |
| [Optima Asset Management LP](https://advisorcensus.com/firm/optima-asset-management-lp-new-york-ny-299826) ([md](https://advisorcensus.com/firm/optima-asset-management-lp-new-york-ny-299826.md)) | 299826 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Osprey Private Wealth LLC](https://advisorcensus.com/firm/osprey-private-wealth-llc-new-york-ny-331295) ([md](https://advisorcensus.com/firm/osprey-private-wealth-llc-new-york-ny-331295.md)) | 331295 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Overbrook Management Corporation](https://advisorcensus.com/firm/overbrook-management-corporation-new-york-ny-117884) ([md](https://advisorcensus.com/firm/overbrook-management-corporation-new-york-ny-117884.md)) | 117884 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Oxler Private Wealth](https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684) ([md](https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684.md)) | 309684 | Rye Brook, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly |
| [Palisade Capital Management, LP](https://advisorcensus.com/firm/palisade-capital-management-lp-fort-lee-nj-104581) ([md](https://advisorcensus.com/firm/palisade-capital-management-lp-fort-lee-nj-104581.md)) | 104581 | Fort Lee, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Fixed fee, Performance fee, Other |
| [Papamarkou Wellner Perkin Advisors](https://advisorcensus.com/firm/papamarkou-wellner-perkin-advisors-new-york-ny-131796) ([md](https://advisorcensus.com/firm/papamarkou-wellner-perkin-advisors-new-york-ny-131796.md)) | 131796 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Performance fee, Other |
| [Paradigm Investment Advisory, LLC](https://advisorcensus.com/firm/paradigm-investment-advisory-llc-bridgewater-nj-334370) ([md](https://advisorcensus.com/firm/paradigm-investment-advisory-llc-bridgewater-nj-334370.md)) | 334370 | Bridgewater, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Paradigm Wealth Advisory LLC](https://advisorcensus.com/firm/paradigm-wealth-advisory-llc-bridgewater-nj-283120) ([md](https://advisorcensus.com/firm/paradigm-wealth-advisory-llc-bridgewater-nj-283120.md)) | 283120 | Bridgewater, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Park Avenue Securities LLC](https://advisorcensus.com/firm/park-avenue-securities-llc-new-york-ny-46173) ([md](https://advisorcensus.com/firm/park-avenue-securities-llc-new-york-ny-46173.md)) | 46173 | New York, NY | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Parkview US LLC](https://advisorcensus.com/firm/parkview-us-llc-new-york-ny-160172) ([md](https://advisorcensus.com/firm/parkview-us-llc-new-york-ny-160172.md)) | 160172 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Partners Group (USA) Inc.](https://advisorcensus.com/firm/partners-group-usa-inc-new-york-ny-145228) ([md](https://advisorcensus.com/firm/partners-group-usa-inc-new-york-ny-145228.md)) | 145228 | New York, NY | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee |
| [Pasco Investment Advisors Inc](https://advisorcensus.com/firm/pasco-investment-advisors-inc-westfield-nj-106133) ([md](https://advisorcensus.com/firm/pasco-investment-advisors-inc-westfield-nj-106133.md)) | 106133 | Westfield, NJ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Pathstone](https://advisorcensus.com/firm/pathstone-englewood-nj-151736) ([md](https://advisorcensus.com/firm/pathstone-englewood-nj-151736.md)) | 151736 | Englewood, NJ | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [Patton Wealth Advisors](https://advisorcensus.com/firm/patton-wealth-advisors-new-york-ny-120533) ([md](https://advisorcensus.com/firm/patton-wealth-advisors-new-york-ny-120533.md)) | 120533 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee, Performance fee, Other |
| [Payne Capital Management, LLC](https://advisorcensus.com/firm/payne-capital-management-llc-new-york-ny-147119) ([md](https://advisorcensus.com/firm/payne-capital-management-llc-new-york-ny-147119.md)) | 147119 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Peconic Asset Planning](https://advisorcensus.com/firm/peconic-asset-planning-riverhead-ny-310121) ([md](https://advisorcensus.com/firm/peconic-asset-planning-riverhead-ny-310121.md)) | 310121 | Riverhead, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Penbrook Management LLC](https://advisorcensus.com/firm/penbrook-management-llc-new-york-ny-127269) ([md](https://advisorcensus.com/firm/penbrook-management-llc-new-york-ny-127269.md)) | 127269 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Perennial](https://advisorcensus.com/firm/perennial-new-york-ny-168859) ([md](https://advisorcensus.com/firm/perennial-new-york-ny-168859.md)) | 168859 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Pgim Quantitative Solutions](https://advisorcensus.com/firm/pgim-quantitative-solutions-newark-nj-129752) ([md](https://advisorcensus.com/firm/pgim-quantitative-solutions-newark-nj-129752.md)) | 129752 | Newark, NJ | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [Pgim, Inc.](https://advisorcensus.com/firm/pgim-inc-newark-nj-105676) ([md](https://advisorcensus.com/firm/pgim-inc-newark-nj-105676.md)) | 105676 | Newark, NJ | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee, Other |
| [Pine Ridge Advisers LLC](https://advisorcensus.com/firm/pine-ridge-advisers-llc-new-york-ny-296362) ([md](https://advisorcensus.com/firm/pine-ridge-advisers-llc-new-york-ny-296362.md)) | 296362 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Other |
| [Pinebridge Investments LLC](https://advisorcensus.com/firm/pinebridge-investments-llc-new-york-ny-285211) ([md](https://advisorcensus.com/firm/pinebridge-investments-llc-new-york-ny-285211.md)) | 285211 | New York, NY | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee |
| [Pinnacle Associates, Ltd.](https://advisorcensus.com/firm/pinnacle-associates-ltd-new-york-ny-110631) ([md](https://advisorcensus.com/firm/pinnacle-associates-ltd-new-york-ny-110631.md)) | 110631 | New York, NY | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee |
| [Pioneer Advisory LLC](https://advisorcensus.com/firm/pioneer-advisory-llc-jersey-city-nj-337502) ([md](https://advisorcensus.com/firm/pioneer-advisory-llc-jersey-city-nj-337502.md)) | 337502 | Jersey City, NJ | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Pivotal Advisors LLC](https://advisorcensus.com/firm/pivotal-advisors-llc-new-york-ny-310612) ([md](https://advisorcensus.com/firm/pivotal-advisors-llc-new-york-ny-310612.md)) | 310612 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Platform Technology Partners](https://advisorcensus.com/firm/platform-technology-partners-locust-valley-ny-305602) ([md](https://advisorcensus.com/firm/platform-technology-partners-locust-valley-ny-305602.md)) | 305602 | Locust Valley, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Portfolio Strategies Inc NY](https://advisorcensus.com/firm/portfolio-strategies-inc-ny-montvale-nj-106942) ([md](https://advisorcensus.com/firm/portfolio-strategies-inc-ny-montvale-nj-106942.md)) | 106942 | Montvale, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Prato Capital Management](https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917) ([md](https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917.md)) | 289917 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in New York, NY work with charitable organizations?**
560 investment advisory firms with a principal office in the New York metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in New York, NY?**
AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, from Form ADV filings as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in New York, NY?**
518 of the 3,971 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in New York, NY offer financial planning?**
851 of the 3,242 firms in New York, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in New York, NY fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 518 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in Garden City, NY](https://advisorcensus.com/advisors/ny/new-york/garden-city) (https://advisorcensus.com/advisors/ny/new-york/garden-city.md)
- [Financial advisors in Rye Brook, NY](https://advisorcensus.com/advisors/ny/new-york/rye-brook) (https://advisorcensus.com/advisors/ny/new-york/rye-brook.md)
- [Financial advisors in Morristown, NJ](https://advisorcensus.com/advisors/ny/new-york/morristown) (https://advisorcensus.com/advisors/ny/new-york/morristown.md)
- [Financial advisors in New York City, NY](https://advisorcensus.com/advisors/ny/new-york/new-york-city) (https://advisorcensus.com/advisors/ny/new-york/new-york-city.md)
- [Financial advisors in Newark, NJ](https://advisorcensus.com/advisors/ny/new-york/newark) (https://advisorcensus.com/advisors/ny/new-york/newark.md)
- [Financial advisors in Rye, NY](https://advisorcensus.com/advisors/ny/new-york/rye) (https://advisorcensus.com/advisors/ny/new-york/rye.md)
- [Financial advisors in Rochester](https://advisorcensus.com/advisors/ny/rochester) (https://advisorcensus.com/advisors/ny/rochester.md)
- [Financial advisors in Albany](https://advisorcensus.com/advisors/ny/albany) (https://advisorcensus.com/advisors/ny/albany.md)
- [Financial advisors in Buffalo](https://advisorcensus.com/advisors/ny/buffalo) (https://advisorcensus.com/advisors/ny/buffalo.md)
- [Financial advisors in Syracuse](https://advisorcensus.com/advisors/ny/syracuse) (https://advisorcensus.com/advisors/ny/syracuse.md)
- [Financial advisors in Kiryas Joel](https://advisorcensus.com/advisors/ny/kiryas-joel) (https://advisorcensus.com/advisors/ny/kiryas-joel.md)
- [Financial advisors in Utica](https://advisorcensus.com/advisors/ny/utica) (https://advisorcensus.com/advisors/ny/utica.md)
- [Financial advisors in Kingston](https://advisorcensus.com/advisors/ny/kingston) (https://advisorcensus.com/advisors/ny/kingston.md)
- [Financial advisors in Ithaca](https://advisorcensus.com/advisors/ny/ithaca) (https://advisorcensus.com/advisors/ny/ithaca.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in New York, NY: 560 firms from Form ADV filings as of October 2026.